GLU

Gabelli Utility & Income Trust
GLU

Overview Fund Activity

20 hedge funds and large institutions have $17.8M invested in Gabelli Utility & Income Trust in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$988K
2
UBS Group
2
UBS Group
Switzerland
$1.81M
3
Comerica Bank
3
Comerica Bank
Texas
$43.7K
4
PFS
4
Prospera Financial Services
Texas
$529K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$209K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.56M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.73M
3
LPL Financial
3
LPL Financial
California
$312K
4
Wells Fargo
4
Wells Fargo
California
$469K
5
CAS
5
Coppell Advisory Solutions
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$7.91M 486,810 – –
Morgan Stanley
2
Morgan Stanley
New York
$2.56M 157,644 -7,407 -4%
UBS Group
3
UBS Group
Switzerland
$1.81M 111,188 +7,052 +7%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.73M 106,326 -6,490 -6%
PAG
5
Private Advisor Group
New Jersey
$988K 60,793 +13,158 +28%
PFS
6
Prospera Financial Services
Texas
$529K 32,572 +147 +0.5%
Wells Fargo
7
Wells Fargo
California
$469K 28,873 -755 -3%
LOPW
8
Live Oak Private Wealth
North Carolina
$314K 19,318 – –
LPL Financial
9
LPL Financial
California
$312K 19,174 -2,945 -13%
BCA
10
Bay Colony Advisors
Massachusetts
$236K 14,645 -541 -4%
SPC
11
Sigma Planning Corp
Michigan
$230K 14,183 +104 +0.7%
Raymond James Financial
12
Raymond James Financial
Florida
$222K 13,653 +89 +0.7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$209K 12,832 +139 +1%
NA
14
NewEdge Advisors
Louisiana
$171K 10,520 -500 -5%
Comerica Bank
15
Comerica Bank
Texas
$43.7K 2,692 +446 +20%
AF
16
Allworth Financial
California
$43.2K 2,692 – –
Bank of America
17
Bank of America
North Carolina
$26K 1,603 – –
CA
18
CoreCap Advisors
Michigan
$19.5K 1,200 – –
CFD
19
Creative Financial Designs
Indiana
$8.66K 533 – –
LC
20
Luminist Capital
Michigan
$5.59K 348 – –
CAS
21
Coppell Advisory Solutions
Texas
– – -635 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –